NWXEX : Nationwide Amundi Strategic Income Fund Class A

NWXEX is a Bond Market Total US Bond Market with HIGH fees.

NWXEX

Nationwide Amundi Strategic Income Fund Class A

FI Score

27 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

27% FI Score
  • nwxex
  • Mutual Fund
  • Bond
  • Total US Bond Market

Nationwide Amundi Strategic Income Fund Class A

Expenses: 1.06% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks to provide a high level of current income. The fund employs a flexible investment approach, allocating across different types of fixed-income securities with few limitations as to credit quality, geography, maturity or sector, with the goal of achieving a high level of current income. It may invest in U.S. government securities and foreign government bonds, as well as U.S. and foreign corporate bonds and debentures, asset-backed securities, mortgage-backed securities and convertible bonds. The fund also may invest in corporate loans.

Largest Holdings

Amount Holding
3.56% Derivatives - Swaps - Index Swaps (Is) - Credit Index Swap
1.64% Verizon Communications Inc. 1.5%
1.20% EXPEDIA GROUP INC 3.25%
1.20% Chubb INA Holdings Inc 0.88%
1.17% Flex Limited 4.88%
1.03% State of Qatar 4.82%
1.00% Citrix Systems Inc. 3.3%
0.98% Spectacle Gary Tl - Lx1831540
0.97% FARMERS EXCHANGE CAPITAL III 5.45%
0.97% Booking Holdings Inc 4.62%
0.95% UniCredit S.p.A. 5.86%
0.92% MDC Partners Inc. 6.5%
0.89% Sumitomo Mitsui Financial Group Inc 3.2%
0.88% JPMorgan Chase & Co. 4.6%
0.86% Bacardi Limited 5.3%
0.84% Progress Residential Trust 5.35%
0.83% Enterprise Development Authority 12%
0.82% Energy Transfer Operating L P 7.12%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo